• Kingsley Klosson

New Features and Fixes for Customers

New Features:

  1. Added an investigative area for social media account review.

  2. Employer contacts can be converted to Secondary References

Fixes for Customers:

  1. Several modifications to the Contact Report – mostly formatting and additions of fields for some objects.

  2. Improved the logic for determining that a child record is automatically “done” based on age and deceased criteria.

  3. On the Narrative Template tab of the System Setup menu, the template list did not include all templates.

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